Judith Reed
Bedford,MA
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Financial Advisor
Morgan Stanley Wealth Management
Boston, MA
01.2013 - Current
- Use technology and analytical tools to create financial plans and asset allocation models for goals based investment solutions. Develop, implement and manage investment portfolios. Prepare and present quarterly portfolio reviews to clients.
- Help clients achieve their financial goals through wealth planning, cash management, lending solutions including mortgages, estate planning, stock option and restricted stock units along with investment management of mutual funds, ETFs, individual researched stocks, tax exempt and taxable bonds and annuities.
- Target corporate executives in biotech and pharmaceutical companies by implementing sales processes such as business and industry networking events, segment and topic seminars, cold calling and digital social media; success of opening and sustaining business is at a high conversion rate.
Financial Advisor
Commonwealth Financial Group
Boston, MA
01.2012 - 01.2013
- Financial Advisor of CFG, offering Life Insurance and Annuities to individuals
Vice President of Corporate Strategy and Partnerships
Initiative for Competitive Inner City
Boston, MA
01.2010 - 01.2012
- Achieved financial goals of $1.4M (33% of Operating budget) for two consecutive years. Selected and interfaced with high profile Boston based corporate leaders to lead fundraising efforts. Secured four new corporate partnerships.
Director of Business Development
Babson College
Wellesley, MA
01.2004 - 01.2010
- Successfully established Babson’s West Coast presence by creating B2B expansion program portfolio, selling all aspects of the college to West Coast companies from Fast Track MBA to Full Time programs.
- Strategically developed relationships with Fortune 500 companies in Seattle, Portland, Bay Area and Silicon Valley increasing corporate employee participation substantially for West Coast Fast Track MBA program
- TA for Equity Portfolio Management MBA course
- Researcher and programmer for Center for Women’s Leadership
Director of Business Development
Hillman Capital Management
Annapolis, MD
01.2001 - 01.2003
- Directed new strategic initiatives of entrepreneurial firm with $40 million assets under management resulting in pro-active asset gathering.
Regional Director-Business Development
Frank Russell Company and Capital
NY, NY
01.2000 - 01.2001
- Led new business development in New England, Upstate New York and Western Pennsylvania resulting in expansion and increased awareness of Russell’s Investment Management division
- Marketed Russell funds to Corporations, Foundations, Endowments and Public Funds with assets and pension assets valued between $25 million and $1 billion. Raised $350 million for Fixed Income Fund
Vice President of Corporate Foreign Exchange Sales and Advisory
BankBoston NA
Boston, MA
01.1990 - 01.1999
- Exceeded all profit, new account and volume goals each year. Profit: $1.5MM, +20% new accounts/yr.
- Marketed foreign exchange products and advisory services to multinational corporations
Assistant Vice President
BankBoston NA
Boston, MA
01.1986 - 01.1990
- Sales Manager - Fixed Income, Increased production of team by 70%, managing 10 salespeople on trading floor.
- Led strategic initiatives to enhance customer service delivery and optimize operational efficiency.
Financial Consultant
Merrill Lynch
Wilmington DE and Boston, MA
01.1983 - 01.1986
- Presidents Club for Outstanding Sales Achievement
Education
Master of Business Administration -
Babson College, F.W. Olin Graduate School of Business
Wellesley, MABachelor of Arts - International Relations
University of Delaware
Newark, DESkills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Portfolio analysis
- Problem-solving
Certification
- FINRA Series 7 and 66 registered
- Life Accident and Health Insurance Licensed/Fixed and Variable Annuities/Mortgages
- Financial planning specialist certification (Morgan Stanley designation)
Timeline
Financial Advisor
Morgan Stanley Wealth Management
01.2013 - Current
Financial Advisor
Commonwealth Financial Group
01.2012 - 01.2013
Vice President of Corporate Strategy and Partnerships
Initiative for Competitive Inner City
01.2010 - 01.2012
Director of Business Development
Babson College
01.2004 - 01.2010
Director of Business Development
Hillman Capital Management
01.2001 - 01.2003
Regional Director-Business Development
Frank Russell Company and Capital
01.2000 - 01.2001
Vice President of Corporate Foreign Exchange Sales and Advisory
BankBoston NA
01.1990 - 01.1999
Assistant Vice President
BankBoston NA
01.1986 - 01.1990
Financial Consultant
Merrill Lynch
01.1983 - 01.1986
Bachelor of Arts - International Relations
University of Delaware
Master of Business Administration -
Babson College, F.W. Olin Graduate School of Business